Institutional Ownership Ishares Trust Ishares Msci Glo (SDG)
This table provides information about the institutional ownership of Ishares Trust Ishares Msci Glo (SDG). We have compiled data on the 128 institutions that hold shares in the stock, with a total of 1.35 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10,400
shares
|
$778,960
0.27% of portfolio
|
Q4 2023
Reduced 0.29%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
10,169
shares
|
$761,658
0.0% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,731
shares
|
$728,851
0.0% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
9,507
shares
|
$712,074
0.01% of portfolio
|
Q3 2024
Added 10.53%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
9,503
shares
|
$711,774
0.19% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
8,980
shares
|
$672,602
0.15% of portfolio
|
Q2 2023
Reduced 51.11%
|
|
|
Vontobel Holding Ltd.
|
Oct 15, 2024 Q3 2024 |
8,856
shares
|
$663,314
0.0% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
8,812
shares
|
$660,018
0.45% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
8,566
shares
|
$641,593
0.32% of portfolio
|
Q3 2024
Reduced 14.61%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
8,354
shares
|
$625,714
0.1% of portfolio
|
Q3 2024
Added 188.57%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
8,120
shares
|
$608,188
0.47% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
7,673
shares
|
$574,707
0.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
7,579
shares
|
$567,667
0.0% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
7,352
shares
|
$550,664
0.0% of portfolio
|
Q3 2024
Reduced 1.32%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,873
shares
|
$514,787
0.0% of portfolio
|
Q3 2024
Reduced 88.87%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
6,805
shares
|
$509,694
0.01% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
6,435
shares
|
$481,981
0.02% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
6,100
shares
|
$456,890
0.0% of portfolio
|
Q2 2024
Reduced 39.6%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
5,917
shares
|
$443,183
0.08% of portfolio
|
Q3 2024
Added 7.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,738
shares
|
$429,776
0.0% of portfolio
|
Q3 2024
Reduced 23.85%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
5,652
shares
|
$423,334
0.0% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,604
shares
|
$419,739
0.02% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
5,588
shares
|
$418,541
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
5,494
shares
|
$411,500
0.11% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
5,403
shares
|
$404,684
0.04% of portfolio
|
Q3 2024
Reduced 0.5%
|